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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
APC
1301
Aspire Private Capital
North Carolina
$128K +$23.7K +540 +22%
BWAM
1302
Boyd Watterson Asset Management
Ohio
$127K +$130K +2,959 New
AAP
1303
Arax Advisory Partners
Colorado
$123K -$131K -2,984 -51%
ETH
1304
Exos TFP Holdings
New York
$122K +$124K +2,838 New
RWM
1305
Raffa Wealth Management
District of Columbia
$121K -$46.8K -1,066 -27%
PG
1306
Proffitt & Goodson
Tennessee
$121K -$6.27K -143 -5%
C
1307
Covestor
United Kingdom
$120K +$28.3K +644 +30%
JWM
1308
Janiczek Wealth Management
Colorado
$119K -$3.9K -89 -3%
CA
1309
Crewe Advisors
Utah
$116K +$49.7K +1,134 +72%
BONH
1310
Bank of New Hampshire
New Hampshire
$116K -$26.1K -595 -18%
CIR
1311
Clear Investment Research
Georgia
$115K -$7.02K -160 -6%
MCM
1312
Manchester Capital Management
Vermont
$113K -$46.6K -1,063 -29%
GCM
1313
Gables Capital Management
Florida
$109K – – –
Loomis, Sayles & Company
1314
Loomis, Sayles & Company
Massachusetts
$108K +$20.1K +458 +22%
HT
1315
Headlands Technologies
Illinois
$104K +$106K +2,426 New
WFA
1316
Wellspring Financial Advisors
Ohio
$104K +$106K +2,406 New
HIA
1317
Harbor Investment Advisory
Maryland
$96.9K -$28.2K -643 -22%
CFD
1318
Creative Financial Designs
Indiana
$94.3K +$88 +2 +0.1%
SN
1319
Sittner & Nelson
Oregon
$93.6K – – –
LFG
1320
Larson Financial Group
Missouri
$85.1K -$43.9K -1,000 -34%
IAS
1321
IMA Advisory Services
Colorado
$84.4K – – –
DZ Bank
1322
DZ Bank
Germany
$80.6K +$82.2K +1,873 New
PCA
1323
Providence Capital Advisors
North Carolina
$79.9K +$63.7K +1,452 +359%
CT
1324
Clearstead Trust
Maine
$79K -$6.18K -141 -7%
MMG
1325
Monetary Management Group
Missouri
$78.7K – – –